Activate a Standard Report or AQ

To access a report or AQ (Advanced Query) that isn't currently displayed under Main Menu > Reports:

  1. Navigate to Admin Tools to see if the report is already available, but not yet displayed.
  2. If the report is not available, a registered Support Center user can create a ticket to make the report available.

Note: Some newer reports may only be deployed to the most recent version of Avionté. An upgrade may be required. 

 

Activate a Report in Admin Tools

  1. Navigate to Start Page > Actions menu > Admin Tools > Category = System > Report > Report tab
  2. Type the name of the targeted report in the Title column to search for the report by name. 


  3.  If the targeted report is displayed, click the row of the report.
  • If the targeted report is not available, begin the Create a Support Center Ticket process below. 
  • In the Report Users section, select User or Group.
  • Place a check mark in the User or Group check box to enable the report for that user or group.
  • Click Save.
  • A "Save Complete" confirmation pop-up displays. Click OK. The report is now available to the selected user or group. 
  • A user may have to restart the application to view the newly available report. 

 

Activate an Advanced Query in Admin Tools

Before activating an AQ under the Advance Query tab, the AQ must first be activated under the Report tab. 

Note: If you use a custom report or AQ, which usually have a prefix of "CUO", this is also the process you will use to enable your custom report. (Starting at step 8, the instructions also apply to custom feeds, such as those used in a Weekly Process.)

  1. Navigate to Start Page > Actions menu > Admin Tools > Category = System > Report > Report tab
  2. Type the name of the targeted AQ in the Title column to search for the report by name. 


  3. Click the row of the report in the grid.
  4. In the Report Users section, select User or Group.
  5. Place a checkmark in the User or Group check box to enable the report for that user or group.
  6. Click Save.
  7. A "Save Complete" confirmation pop-up displays. Click OK. The report is now available to the selected user or group. 
  8. Navigate to Start Page > Actions menu > Admin Tools > Category = System > Report > Advance Query tab
  9. Type the name of the targeted AQ in the QueryName column to search for the AQ by name. 


  10.  If the targeted AQ is displayed, click the row of the AQ.
  • If the targeted AQ is not available, begin the Create a Support Center Ticket process below. 
  • Above the Advance Query Users section, select User or Group.
  • Place a checkmark in the User or Group check box to enable the AQ for that user or group.
  • Click Save.
  • A "Save Complete" confirmation pop-up displays. Click OK. The advanced query is now available to the selected user or group. 
  • A user may have to restart the application to view the newly available report. 

Flag the Required Parameters for the Import/Export AQ

The column IsRequired checkbox is utilized to identify those parameters that are required for Export/Import.

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  • Once the required parameters are identified, when opening the export under Import Export > Import Export Batch Wizard > Parameter table will now display a Required column that identifies the required parameters.

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  • The user will experience the following notification if a required parameter is missing and detail the missing required parameter: "There are required parameters missing a value. Accounting Period"

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  • All existing Advanced Queries will have no checked Required parameters. The User must review their existing Advanced Queries and if they would like to make specific parameters required, they do this by checking the "IsRequired" box.

 

Create a Support Center Ticket

  1. Log into the Avionté Support Center.
  2. Click Submit a Ticket at the top-right of the knowledge base.
  3. Select I would like an update specific to my Avionté application from the drop-down menu.


  4. Add the Subject, e.g. Deploy Standard AQ
  5. Select Reports > Modification from the Ticket Type drop-down menu. When the ticket type is selected, additional fields become available.


  6. Answer the additional questions, making sure to include the name of the AQ or Report.
  • A sample document can be attached in the Attachments area.
  • Click Submit to send your request. The ticket will be updated with the new request status.

 

 

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